AUMdb

Lumber Industry Pension Plan

Sponsored by Board Of Trustees, Cic Forest Products Retirement · EIN 456909074 · Plan #002

Total assets
$255M
Net assets
$255M
Active participants
0
With balances
0

Plan year beginning 01/01/2024

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Northwest Administrators, Inc. Contract administrator, Direct payment from the plan $345,339
Milliman, Inc. Actuarial, Direct payment from the plan $125,046
Trucker Huss, Apc Legal, Direct payment from the plan $103,799
Rvk, Inc. Consulting (general), Direct payment from the plan $57,500
Miller Kaplan Arase Llp Accounting, Direct payment from the plan $29,789
Mfs Heritage Trust Company Investment management fees (direct), Investment management fees (indirect), Float revenue $29,261
Wells Fargo Bank, N.A. Custodial (other), Direct payment from the plan $26,924
Vigilant Services, Inc. Trustee (discretionary), Direct payment from the plan $26,250
Principal Trust Company Custodial (other), Direct payment from the plan $23,630
Blackrock Institutional Trust Co Trustee (institutional), Trustee (discretionary), Investment management $9,878
Service Printing Co Insurance services, Insurance brokerage commissions $5,654
Propel Insurance Insurance services, Insurance brokerage commissions $0